First National Bank of Omaha’s iShares Russell 2000 Value ETF IWN Stock Holding History

First National Bank of Omaha’s Portfolio IWN Stock Details IWN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.39M	Sell	12,933 -350	-3%	-$67.8K	0.07%	253
2025 Q4	$2.43M	Buy	+13,283	New	+$2.39M	0.07%	247
2019 Q1	–	Sell	-9,472	Closed	-$1.02M	–	322
2018 Q4	$1.02M	Sell	9,472 -50	-0.5%	-$6.02K	0.08%	199
2018 Q3	$1.27M	Sell	9,522 -22	-0.2%	-$2.96K	0.07%	266
2018 Q2	$1.26M	Sell	9,544 -610	-6%	-$78.6K	0.07%	267
2018 Q1	$1.24M	Sell	10,154 -943	-8%	-$118K	0.07%	268
2017 Q4	$1.4M	Sell	11,097 -1,347	-11%	-$168K	0.08%	254
2017 Q3	$1.54M	Sell	12,444 -765	-6%	-$90.2K	0.09%	225
2017 Q2	$1.57M	Hold	13,209	–	–	0.1%	222
2017 Q1	$1.56M	Sell	13,209 -1,010	-7%	-$120K	0.09%	228
2016 Q4	$1.69M	Hold	14,219	–	–	0.11%	206
2016 Q3	$1.49M	Sell	14,219 -230	-2%	-$23.6K	0.11%	163
2016 Q2	$1.41M	Sell	14,449 -74	-0.5%	-$7.05K	0.1%	159
2016 Q1	$1.35M	Sell	14,523 -217	-1%	-$18.8K	0.1%	167
2015 Q4	$1.35K	Sell	14,740 -694	-4%	-$65.9K	0.1%	174
2015 Q3	$1.39K	Buy	15,434 +309	+2%	+$29.7K	0.1%	176
2015 Q2	$1.53K	Hold	15,125	–	–	0.11%	176
2015 Q1	$1.53K	Buy	15,125 +487	+3%	+$49.1K	0.11%	176
2014 Q4	$1.49M	Buy	14,638 +297	+2%	+$29.1K	0.1%	185
2014 Q3	$1.34M	Sell	14,341 -1,555	-10%	-$154K	0.1%	186
2014 Q2	$1.64M	Sell	15,896 -6,159	-28%	-$612K	0.12%	179
2014 Q1	$2.22M	Buy	22,055 +640	+3%	+$63.1K	0.16%	158
2013 Q4	$2.13M	Sell	21,415 -3,433	-14%	-$328K	0.16%	154
2013 Q3	$2.28M	Buy	24,848 +4,818	+24%	+$434K	0.2%	145
2013 Q2	$1.72K	Buy	+20,030	New	+$1.7M	0.15%	153

Other funds holding IWN

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

First National Bank of Omaha's IWN Position: Q1 2026 in Review

First National Bank of Omaha reduced its iShares Russell 2000 Value ETF (IWN) stake by 2.6% in Q1 2026, selling an estimated $67.8K and leaving 12,933 shares worth $2.39M. The position accounts for 0.07% of the portfolio, ranked #253.

First National Bank of Omaha first reported a position in IWN in Q2 2013 and has held it in 25 quarters since. The position peaked at $2.43M in Q4 2025. 1,030 funds tracked by Wall St. Rank hold IWN as of Q1 2026.

First National Bank of Omaha held 12,933 shares of iShares Russell 2000 Value ETF worth $2.39M as of Q1 2026.
First National Bank of Omaha sold 350 iShares Russell 2000 Value ETF shares in Q1 2026, an estimated $67.8K.
iShares Russell 2000 Value ETF made up 0.07% of First National Bank of Omaha's portfolio in Q1 2026, its #253 holding.
First National Bank of Omaha first reported a position in iShares Russell 2000 Value ETF in Q2 2013 and has held it in 25 quarters since.
First National Bank of Omaha's iShares Russell 2000 Value ETF position peaked at $2.43M in Q4 2025.
1,030 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2026.

Based on First National Bank of Omaha's 13F filing for Q1 2026, filed 11 May 2026.